Let's move forward. Together.

Two people distant

Our Team

EWC Partners was formed to provide comprehensive, fee based financial planning services to our Corporate Executive clients. Founded by William Greco, Managing Director, Robert E. Lane, Executive Director-Wealth Management; and Doug Bonaquist, Executive Director; EWC Partners leverages the planning experience of our senior advisors with the resources of UBS, the world's foremost wealth management firm. We provide a fully integrated, ongoing, proactive financial counseling relationship.

During our planning engagement, we'll review how your company provided benefits can be used most effectively, and evaluate how your equity compensation fits into your overall financial plan. We'll take the time to fully understand your family, business and personal priorities, and make certain that your risk management, personal estate planning, liabilities, and personal wealth management all reflect those priorities. Our Nationwide team of Advisors, Wealth Planning Analysts, and Service Associates draw upon the resources of our firm to provide a uniquely tailored comprehensive advisory relationship, and enable us to become your valued partners. Our collaboration with your personal tax and legal advisors ensures that all of your financial decisions receive a full 360 degree view, and give you that most highly sought after financial goal: peace of mind.

Adult couple on cell phone

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • William Greco Profile Photo

    William Greco

    Managing Director–Wealth Management

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    • Barron’s Top 100 Private Wealth Management Teams, 2021The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
    • Barron’s Top 50 Private Wealth Management Teams, 2019The Barron's rating is awarded annually in April based on information from the prior year Q4.
    • Barron's Hall of Fame, 2019
      The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.
    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 100 Financial Advisors, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
    • Forbes America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        One State Street
        Suite 1600
        Hartford, CT 06103
        william.greco@ubs.com
        William Greco
        One State Street,Hartford,CT,06103
      • Robert Lane Profile Photo

        Robert E. Lane, CPWA

        Executive Director

        Financial Advisor

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              8 Southwoods Blvd
              Suite 207
              Albany, NY 12211
              robert.e.lane@ubs.com
              Robert E. Lane, CPWA
              8 Southwoods Blvd,Albany,NY,12211
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              Andrew Noone, CFA

              Senior Vice President–Wealth Management

              Chartered Financial Analyst®

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              • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
              • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                • Chartered Financial Analyst®
                100 Crescent Court
                Dallas, TX 75201
                andrew.noone@ubs.com
                Andrew Noone, CFA
                100 Crescent Court,Dallas,TX,75201
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                David Folmnsbee

                Senior Vice President–Wealth Management

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                • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
                • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                    100 Crescent Court
                    Dallas, TX 75201
                    david.folmnsbee@ubs.com
                    David Folmnsbee
                    100 Crescent Court,Dallas,TX,75201
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                    Jannah Devine

                    Senior Vice President–Wealth Management

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                          20 Pacifica
                          Suite 1500
                          Irvine, CA 92618
                          jannah.devine@ubs.com
                          Jannah Devine
                          20 Pacifica,Irvine,CA,92618
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                          James Talbot

                          Senior Vice President–Wealth Management

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                                One Northbrook Place
                                5 Revere Drive
                                Northbrook, IL 60062
                                james.g.talbot@ubs.com
                                James Talbot
                                One Northbrook Place,Northbrook,IL,60062
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                                Katelyn Tanner Greco

                                Senior Vice President–Wealth Management

                                Financial Advisor

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                                • Barron’s Top 250 Private Wealth Management Teams, 2024The Barron's rating is awarded annually in May based on information from the prior year Q4.
                                • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                                • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
                                • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
                                • Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                                    One State Street
                                    Suite 1600
                                    Hartford, CT 06103
                                    katelyn.greco@ubs.com
                                    Katelyn Tanner Greco
                                    One State Street,Hartford,CT,06103
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                                    David Wolke

                                    Senior Wealth Strategy Associate

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                                          One Northbrook Place
                                          5 Revere Drive
                                          Northbrook, IL 60062
                                          david.wolke@ubs.com
                                          David Wolke
                                          One Northbrook Place,Northbrook,IL,60062
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                                          Nicholas Paul Moura, CFP, AWMA

                                          Financial Advisor

                                          CERTIFIED FINANCIAL PLANNER™

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                                          Nicholas Moura is a Wealth Planning Analyst supporting EWC Partners.  In that role Nick supports our advisors and their clients through the development of goal based and cash flow based financial plans.  He is our subject matter expert on the software programs we use to develop those plans, and serves as an integral link to our UBS resources in the Advanced Planning Group, the Portfolio Advisory Group, our Public Policy Group, and the substantial other resources that the world's leading wealth manager offers to clients. 
                                          • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

                                            • CERTIFIED FINANCIAL PLANNER™
                                            • Accredited Wealth Management Advisor℠
                                            1 Century Tower
                                            4th and 6th Floors, 265 Church Street
                                            New Haven, CT 06510
                                            nicholas.moura@ubs.com
                                            Nicholas Paul Moura, CFP, AWMA
                                            1 Century Tower,New Haven,CT,06510
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                                            Catherine Santangelo

                                            Client Associate

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                                                    One State Street
                                                    Suite 1600
                                                    Hartford, CT 06103
                                                    catherine.santangelo@ubs.com
                                                    Catherine Santangelo
                                                    One State Street,Hartford,CT,06103

                                                  Connecting you to the deep resources of UBS

                                                  By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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                                                  How we work

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